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Accounting & Bookkeeping Services

End-to-end support for all your business Accounting, Audit, Payroll, Accounting Software Implementation and Tax needs. 

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Essential Bookkeeping

Essential Bookkeeping Package delivers comprehensive bookkeeping solutions tailored to small and medium-sized businesses across various industries, including Retail, E-commerce, Service-based businesses, Home Owners' Associations (HOA), and SaaS. Ideal for businesses using QuickBooks Online or Xero, this package includes:

  • Bank reconciliations

  • Custom invoicing

  • Bill and expense payment management

  • Sales tax returns

  • Payroll processing

  • 1099 submissions

  • Financial statements

This package is perfect for businesses seeking professional bookkeeping support with a focus on accuracy and compliance.

Advanced Accounting

Advanced Accounting Package provides enhanced financial services for businesses seeking deeper financial insights and strategic guidance. Designed for growing businesses and larger enterprises in industries such as Real Estate or Property Management, Manufacturing, Software, Home Owners' Association (HOA), Private Equity, and Venture capital, this package works seamlessly with QuickBooks Online, Xero, or NetSuite. It features:

  • **Includes everything in the Essential Bookkeeping Package, plus

  • Financial forecasting and budgeting

  • Advanced financial reporting

  • KPI analysis and tracking

  • Cash flow management

  • Profitability analysis

  • Tax planning and compliance

  • Advanced classification (departments/locations)

  • Multi-currency tracking

  • Intercompany and parent/subsidiary accounting, consolidation

  • Revenue recognition, prepaid amortization, fixed assets, and much more

This package is ideal for businesses seeking a comprehensive financial management solution with strategic insights for scaling and growth.

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Essential Support

Comprehensive Support Packages provides audit support and expert assistance for accounting software setup and implementation. Designed for businesses of all sizes and industries using QuickBooks Online, Xero, or NetSuite, this package includes:

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Audit Support:

  • Audit Preparation and Documentation

  • Internal Control Evaluation

  • Liaison with External Auditors

  • Audit Readiness Reviews

  • Compliance Checks and Recommendations

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Accounting Software Setup and Implementation:

  • Software Selection and Recommendation

  • System Setup and Configuration

  • Data Migration Services

  • Custom Chart of Accounts Creation

  • Integration with Third-Party Applications

This package ensures a smooth audit process and effective software implementation, providing comprehensive support for your financial management needs.

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